Capital Investment Advisors’s Ameren AEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $211K | Buy |
+1,868
| New | +$206K | ﹤0.01% | 741 |
|
|
2025
Q4 | – | Sell |
-1,979
| Closed | -$207K | – | 737 |
|
|
2025
Q3 | $207K | Buy |
+1,979
| New | +$198K | ﹤0.01% | 685 |
|
|
2025
Q2 | – | Sell |
-2,068
| Closed | -$208K | – | 703 |
|
|
2025
Q1 | $208K | Buy |
+2,068
| New | +$199K | ﹤0.01% | 631 |
|
|
2023
Q4 | – | Sell |
-2,695
| Closed | -$202K | – | 628 |
|
|
2023
Q3 | $202K | Sell |
2,695
-819
| -23% | -$66.8K | 0.01% | 548 |
|
|
2023
Q2 | $287K | Buy |
3,514
+302
| +9% | +$25.9K | 0.01% | 436 |
|
|
2023
Q1 | $277K | Buy |
3,212
+1
| +0% | +$86 | 0.01% | 453 |
|
|
2022
Q4 | $285K | Buy |
3,211
+117
| +4% | +$9.83K | 0.01% | 455 |
|
|
2022
Q3 | $249K | Sell |
3,094
-259
| -8% | -$23.6K | 0.01% | 457 |
|
|
2022
Q2 | $303K | Sell |
3,353
-48
| -1% | -$4.44K | 0.01% | 423 |
|
|
2022
Q1 | $319K | Buy |
3,401
+1
| +0% | +$88 | 0.01% | 442 |
|
|
2021
Q4 | $303K | Buy |
3,400
+2
| +0.1% | +$170 | 0.01% | 454 |
|
|
2021
Q3 | $275K | Buy |
3,398
+1
| +0% | +$85 | 0.01% | 470 |
|
|
2021
Q2 | $272K | Buy |
3,397
+1
| +0% | +$84 | 0.01% | 477 |
|
|
2021
Q1 | $276K | Buy |
+3,396
| New | +$254K | 0.01% | 449 |
|
|
2020
Q3 | – | Sell |
-2,954
| Closed | -$208K | – | 519 |
|
|
2020
Q2 | $208K | Sell |
2,954
-64
| -2% | -$4.64K | 0.01% | 453 |
|
|
2020
Q1 | $220K | Sell |
3,018
-341
| -10% | -$27K | 0.01% | 408 |
|
|
2019
Q4 | $258K | Buy |
3,359
+2
| +0.1% | +$152 | 0.01% | 437 |
|
|
2019
Q3 | $269K | Sell |
3,357
-549
| -14% | -$42.1K | 0.01% | 409 |
|
|
2019
Q2 | $293K | Sell |
3,906
-354
| -8% | -$26.1K | 0.02% | 388 |
|
|
2019
Q1 | $313K | Sell |
4,260
-3,322
| -44% | -$231K | 0.02% | 369 |
|
|
2018
Q4 | $495K | Sell |
7,582
-3,278
| -30% | -$219K | 0.03% | 288 |
|
|
2018
Q3 | $687K | Sell |
10,860
-1,207
| -10% | -$76K | 0.04% | 249 |
|
|
2018
Q2 | $734K | Sell |
12,067
-54,926
| -82% | -$3.16M | 0.05% | 240 |
|
|
2018
Q1 | $3.79M | Buy |
66,993
+2,622
| +4% | +$145K | 0.25% | 83 |
|
|
2017
Q4 | $3.8M | Buy |
64,371
+790
| +1% | +$48.5K | 0.25% | 87 |
|
|
2017
Q3 | $3.68M | Buy |
63,581
+4,829
| +8% | +$279K | 0.25% | 89 |
|
|
2017
Q2 | $3.21M | Buy |
58,752
+3,847
| +7% | +$214K | 0.23% | 98 |
|
|
2017
Q1 | $3M | Buy |
54,905
+9,645
| +21% | +$516K | 0.23% | 98 |
|
|
2016
Q4 | $2.37M | Buy |
+45,260
| New | +$2.24M | 0.2% | 111 |
|
Other funds holding AEE
JT
Capital Investment Advisors's AEE Position: Q2 2026 in Review
Capital Investment Advisors opened a new position in Ameren (AEE) in Q2 2026: 1,868 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #741 among its holdings. This is a return to the name: Capital Investment Advisors previously reported a position in AEE as recently as Q3 2025.
Capital Investment Advisors first reported a position in AEE in Q4 2016 and has held it in 29 quarters since. The position peaked at $3.8M in Q4 2017. 954 funds tracked by Wall St. Rank hold AEE as of Q2 2026.
- Capital Investment Advisors held 1,868 shares of Ameren worth $211K as of Q2 2026.
- Ameren was a new Capital Investment Advisors position in Q2 2026.
- Ameren made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #741 holding.
- Capital Investment Advisors first reported a position in Ameren in Q4 2016 and has held it in 29 quarters since.
- Capital Investment Advisors's Ameren position peaked at $3.8M in Q4 2017.
- 954 funds tracked by Wall St. Rank held Ameren as of Q2 2026.
Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.